TIA

Tandem Investment Advisors Portfolio holdings

AUM $2.93B
1-Year Est. Return 4.49%
This Quarter Est. Return
1 Year Est. Return
+4.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$454M
AUM Growth
+$68.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$8.99M
2
+$2.83M
3
+$2.79M
4
SJM icon
J.M. Smucker
SJM
+$2.74M
5
TROW icon
T. Rowe Price
TROW
+$2.23M

Top Sells

1
+$11.1M
2
+$3.67M
3
+$773K
4
FMC icon
FMC
FMC
+$283K
5
WCN icon
Waste Connections
WCN
+$267K

Sector Composition

1 Healthcare 24.28%
2 Financials 17.3%
3 Consumer Staples 15.85%
4 Industrials 11.19%
5 Consumer Discretionary 10.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.95M 2.19%
112,269
-3,017
27
$9.09M 2%
51,506
-1,301
28
$9.02M 1.99%
86,783
+12,133
29
$8.71M 1.92%
49,488
+141
30
$8.26M 1.82%
170,824
+4,660
31
$8.03M 1.77%
152,161
+17,697
32
$2.15M 0.47%
83,025
+10,440
33
$1.57M 0.35%
14,920
+1,828
34
$1.55M 0.34%
7,606
+1,913
35
$1.07M 0.24%
10,283
+587
36
$929K 0.2%
+29,272
37
$855K 0.19%
5,999
+62
38
$833K 0.18%
8,831
-8,193
39
$789K 0.17%
5,935
+88
40
$772K 0.17%
5,520
+72
41
$752K 0.17%
3,920
+174
42
$744K 0.16%
11,365
-900
43
$721K 0.16%
15,180
+4,196
44
$705K 0.16%
8,726
-1,027
45
$581K 0.13%
10,111
-516
46
$539K 0.12%
14,505
+167
47
$449K 0.1%
6,088
-277
48
$445K 0.1%
9,556
+917
49
$421K 0.09%
16,863
-1,629
50
$419K 0.09%
4,136
-1,496
1
2
3